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- Tasks: Advise clients on financial matters and manage their portfolios effectively.
- Company: Join a dynamic financial firm in Harrow, London, dedicated to client success.
- Benefits: Enjoy a competitive salary of £45k and opportunities for professional growth.
- Why this job: Make a real impact by helping clients achieve their financial goals in a supportive environment.
- Qualifications: Must hold a level 4 Diploma and aim for Chartered status.
- Other info: Be part of a team that values compliance and client care.
The predicted salary is between 36000 - 54000 £ per year.
Type of Position: Financial Adviser – LondonPay: £50,000+Reference: #1501515Financial Adviser – London Our client is looking for a Financial Adviser to join their established team in this St. James Place Partner practice. This is a hybrid role, with only 3 days in the London office. They are looking for candidates with over 3 years of SJP experience in a previous practice.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong relationships with an established book of high-net-worth individuals, families, and institutions. Provide tailored financial advice that aligns with clients\’ financial goals, values, and objectives.Investment and Wealth Management: Advise clients on investment strategies, asset allocation, retirement planning, tax strategies, and wealth protection. Continuously monitor market trends to offer the most relevant and impactful advice.Business Development: Generate new business by proactively seeking out new clients and building your own client base. This involves networking, referrals, and identifying new opportunities for wealth management.Financial Planning and Advisory: Conduct detailed financial planning assessments, identifying clients\’ needs and offering solutions such as investments, pensions, insurance, and estate planning.Ongoing Client Reviews: Regularly review and adjust clients\’ portfolios based on their changing needs, financial goals, and market conditions.Compliance and Record Keeping: Ensure all recommendations comply with regulatory requirements and maintain thorough records of client interactions and advice provided.Collaboration with Support Teams: Work closely with our marketing, business development, administration, and paraplanning teams to ensure the smooth delivery of services and operations.
They are looking for qualified Financial Advisers (Wealth Advisers) with at least 3 years\’ advice experience who:Hold a QCF Level 4 Diploma (minimum). A Level 6/Chartered status would be advantageous.Have a degree in a relevant subjectHave a proven track record as a Financial Adviser and have built and maintained a strong client base.Have delivered holistic advice to High Net Worth and complex clientsHave a deep desire to grow, succeed, and make an impact.Are passionate about providing exceptional client service and thrive in a team-oriented environment.Are ready to take ownership of an established client bank and contribute to the continued success of our practice.What they can offer:Generous Discretionary Pay Scheme: Enjoy a generous fee-sharing structure with the potential for unlimited earnings based on your performance.An established book of High Net Worth clients providedComprehensive Support: We don\’t just throw you into the deep end – we provide dedicated coaching from some of the most respected figures in wealth management to ensure you thrive.Quality Leads and Administration Support: Focus on what you do best – building relationships and advising clients. We\’ll take care of sourcing quality leads and provide a fully serviced office in Canary Wharf to streamline your operations.Career Progression: A clear, structured pathway to owning your own client base, with the option to be self-employed in the future.Training & Development: Receive continuous professional development to enhance your skills, and be supported by our marketing and business development teams to ensure your success.Additional Benefits:24 Days Holiday + Birthday Off – Take time for yourself and celebrate your special day!NHS Medicash Plan – We care about your well-being with access to a health plan.Life Assurance – Peace of mind for you and your loved ones.Income Protection – We\’ve got you covered in case of unexpected circumstances.Quarterly Company Social Events – Enjoy regular opportunities to connect and unwind with your colleagues.If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .#J-18808-Ljbffr
FINANCIAL ADVISER - LONDON employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land FINANCIAL ADVISER - LONDON
✨Tip Number 1
Network with professionals in the financial services industry, especially those already working as Financial Advisers. Attend industry events or join relevant online forums to connect with potential colleagues and gain insights into the role.
✨Tip Number 2
Familiarise yourself with the latest regulations and compliance requirements in the financial sector. This knowledge will not only help you in interviews but also demonstrate your commitment to maintaining high professional standards.
✨Tip Number 3
Prepare to discuss your approach to client management and how you would handle vulnerable clients. Being able to articulate your understanding of treating clients fairly will set you apart from other candidates.
✨Tip Number 4
Research the firm’s investment proposition and be ready to discuss how you would align your advice with their objectives. Showing that you understand their business model can give you a competitive edge during the selection process.
We think you need these skills to ace FINANCIAL ADVISER - LONDON
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Financial Adviser. Familiarise yourself with the specific skills and qualifications required, such as the level 4 Diploma and knowledge of relevant legislation.
Tailor Your CV: Customise your CV to highlight your experience and skills that are most relevant to the Financial Adviser position. Emphasise your understanding of compliance processes, client management, and any previous advisory roles.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your ability to meet client needs. Mention specific examples of how you've successfully managed client portfolios or dealt with compliance issues in the past.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial industry.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Regulations
Familiarise yourself with the Financial Services and Markets Act 2000 and FCA's Conduct rules. Being able to discuss these regulations confidently will show your understanding of the industry and your commitment to compliance.
✨Demonstrate Client-Centric Thinking
Prepare examples of how you've treated clients fairly in previous roles, especially those in vulnerable situations. This will highlight your ability to adapt your advice and services to meet diverse client needs.
✨Showcase Your Research Skills
Be ready to discuss how you conduct product and market research. Providing specific examples of how your research has led to successful client recommendations can set you apart from other candidates.
✨Highlight Your Professional Development
Discuss your ongoing professional development and how you maintain your Statement of Professional Standing. This demonstrates your commitment to staying current in the field and your dedication to providing high-quality advice.
